BILL ANALYSIS                                                                                                                                                                                                    �



                                                                            



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                                    THIRD READING


          Bill No:  AB 1575
          Author:   Pan (D), et al.
          Amended:  5/20/14 in Senate
          Vote:     21


           SENATE GOVERNMENTAL ORGANIZATION COMMITTEE  :  9-1, 6/24/14
          AYES:  Correa, Berryhill, Cannella, De Le�n, Galgiani,  
            Hernandez, Lieu, Padilla, Torres
          NOES:  Vidak
          NO VOTE RECORDED:  Vacancy

           SENATE APPROPRIATIONS COMMITTEE  :  Senate Rule 28.8

           ASSEMBLY FLOOR :  70-2, 4/21/14 - See last page for vote


           SUBJECT  :    Personal services contracts:  reports and  
          termination

           SOURCE  :     AFSCME


           DIGEST  :    This bill requires state contracts for personal  
          services to include specific performance criteria and cost  
          parameters; requires reports by the contractor; and provides for  
          cancellation by the contracting agency if the contractor fails  
          to comply with various requirements.

           ANALYSIS  :    Existing law sets forth requirements for the  
          acquisition of goods and services by state agencies; sets forth  
          the various responsibilities of the Department of General  
          Services (DGS) and other state agencies in overseeing and  
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          implementing those state contracting procedures and policies;  
          and provides that a willful violation of its provisions for  
          which another punishment is not provided is a misdemeanor.

          This bill:

          1. Requires any personal services contract to incorporate  
             specific performance criteria and cost parameters, and the  
             contractor to submit quarterly reports to the state agency's  
             contracting official on the contractor's compliance with the  
             performance criteria and actual amounts billed to the state  
             agency. 

          2. Provides that the personal services contract may be canceled  
             if the contractor fails to comply with the performance  
             criteria and other requirements set out in the contract and  
             if annual charges exceed those established by the contract. 

          3. Provides that the personal services contract may be canceled  
             at any time if the contractor fails to comply with all  
             applicable local, state, and federal laws, regulations, and  
             statutes related to the contract.

           Background
           
          According to the Senate Governmental Organization Committee,  
          this bill sets additional requirements for service contracts  
          related to contract terms, reporting, and grounds for  
          cancellation. 

          For contract terms, this bill requires contracts to include  
          performance criteria and cost parameters.  According to DGS,  
          such elements are generally already included in service  
          contracts as they specify the "scope of work" as well as the  
          "maximum dollar amount" of the agreement.  The State Contracting  
          Manual (SCM), which is created by DGS and serves as a resource  
          for state agencies that contract, notes the importance of  
          clearly defining the expected work and maximum amounts.   
          Additionally, these categories are part of the Standard  
          Agreement form used when state agencies and contractors enter  
          into agreements.  This bill codifies these requirements in the  
          Public Contract Code.

          This bill requires service contractors to report quarterly on  

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          performance criteria and actual costs incurred.  According to  
          DGS, some service contracts include reporting requirements while  
          others do not.  Requiring such reporting is generally at the  
          discretion of the state agencies when they enter contracts.   
          While some of these quarterly reports may duplicate information  
          that is already included in contractors' invoices to state  
          agencies, the quarterly reports (especially for high-cost  
          contracts) could provide details that allows state agencies to  
          better oversee their contractors.

          In addition to terms and reporting changes, this bill specifies  
          grounds for contract cancellation.  Specifically, it states that  
          the contract can be cancelled if the contractor fails to comply  
          with performance criteria, exceeds annual costs established by  
          the contract, or fails to comply with all applicable local,  
          state, and federal laws, regulations, and statutes.  According  
          to DGS, agreements between state agencies and contractors  
          specify expectations and the state can generally terminate the  
          contract for cause if the contractor is not performing or if  
          illegal acts occur.  The SCM specifies how state contract  
          managers should address problems concerning contractor's  
          performance.  This process involves notifying a contractor in  
          writing about performance concerns with the explanation that if  
          the deficiency is not corrected, the agency will terminate the  
          contract.  Additionally, the state can dispute invoices and not  
          pay for those billed beyond the maximum agreed upon contract  
          amount.

           FISCAL EFFECT  :    Appropriation:  No   Fiscal Com.:  Yes    
          Local:  No

           SUPPORT  :   (Verified  8/6/14)

          AFSCME (source)
          California Labor Federation, AFL-CIO
          Courage Campaign
          Professional Engineers in California Government
          Working Partnerships USA

           ARGUMENTS IN SUPPORT  :    According to this bill's sponsor,  
          AFSCME "this bill would hold outsourced public service providers  
          accountable for their actions and protect state agencies.

          The Professional Engineers in California Government state that  

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          this bill protects the public's interests and tax dollars from  
          continuing to fund overpriced or substandard outsourced public  
          services.

           ASSEMBLY FLOOR  :  70-2, 4/21/14
          AYES:  Achadjian, Alejo, Ammiano, Atkins, Bloom, Bocanegra,  
            Bonilla, Bonta, Bradford, Brown, Buchanan, Ian Calderon,  
            Campos, Chau, Chesbro, Cooley, Dababneh, Daly, Dickinson,  
            Eggman, Fong, Fox, Frazier, Beth Gaines, Garcia, Gatto, Gomez,  
            Gonzalez, Gordon, Gorell, Gray, Grove, Hagman, Hall, Harkey,  
            Roger Hern�ndez, Holden, Jones, Jones-Sawyer, Levine, Linder,  
            Logue, Lowenthal, Maienschein, Medina, Mullin, Muratsuchi,  
            Nazarian, Nestande, Olsen, Pan, Perea, V. Manuel P�rez, Quirk,  
            Quirk-Silva, Rendon, Ridley-Thomas, Rodriguez, Salas, Skinner,  
            Stone, Ting, Wagner, Waldron, Weber, Wieckowski, Wilk,  
            Williams, Yamada, John A. P�rez
          NOES:  Ch�vez, Patterson
          NO VOTE RECORDED:  Allen, Bigelow, Conway, Dahle, Donnelly,  
            Mansoor, Melendez, Vacancy


          MW:de  8/6/14   Senate Floor Analyses 

                           SUPPORT/OPPOSITION:  SEE ABOVE

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